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Ep 35: The Psychological Side of Retirement

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The...

Ep 32: Going Against The Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to...

Ep 26: The Countdown to Retirement

As you approach retirement there are some major things, you’ll want to cross off your to-do list. Not only do you need to think about your financial future, but your physical health as well. We work so hard to save for retirement we want you to be able to enjoy it. On...

Ep 24: Understanding Financial Jargon

When it comes to the financial industry, there can be a lot of different terms and definitions that may confuse you. On today’s episode, we’re going to explore some of these definitions and explain their relevance to you when planning for retirement. A fiduciary is...